2025-09-25T18:07:34-04:00 2024-06-30 561042836 GOULD KILLIAN CPA GROUP PA 100 COXE AVE ASHEVILLE NC 288012354 990 2023-07-01 237410586 COUNCIL ON AGING OF BUNCOMBE COUNTY INC COUN 8282778288 46 SHEFFIELD CIRCLE ASHEVILLE NC 28803 JUDITH LONG CURRENT INTERIM DIR 8282778288 2025-09-25 true true DAN MULLINIX CPA P01306232 8282580363 2025-09-25 2023 2025-03-06 01:10:19Z JUDITH LONG 46 SHEFFIELD CIRCLE ASHEVILLE NC 28803 1575325 false X WWW.COABC.ORG X 1964 NC PROMOTING AND IMPROVING THE GENERAL HEALTH AND WELFARE OF SENIOR ADULTS IN BUNCOMBE COUNTY BY ADMINISTERING A VARIETY OF PROGRAMS AND SERVICES DESIGNED TO MEET THEIR NEEDS. 9 9 32 0 2028596 1443074 151895 64672 24026 13139 59176 1587 2263693 1522472 0 0 1176180 925775 0 1677 1301256 701930 2477436 1627705 -213743 -105233 506049 358299 207080 79533 298969 278766 X PROMOTING AND IMPROVING THE GENERAL HEALTH AND WELFARE OF SENIOR ADULTS IN BUNCOMBE COUNTY BY ADMINISTERING A VARIETY OF PROGRAMS AND SERVICES DESIGNED TO MEET THEIR NEEDS. false false 452225 RESOURCE COORDINATION MEDICARE/BENEFITS ENROLLMENT CENTER IN 2024, STAFF AND VOLUNTEERS PRESENT AND ATTENDED 36 COMMUNITY OUTREACH EVENTS INCLUDING GROUP SEMINARS, HEALTH FAIRS, COMMUNITY PICNICS AND OTHER EVENTS. ATTENDEES INCLUDED TARGET GROUPS SUCH AS LOW INCOME, RURAL, DISABLED, FORMERLY INCARCERATED, AND BLACK AND HISPANIC COMMUNITIES. STAFF AND VOLUNTEERS PROVIDED APPROXIMATELY 2,700 CONTACTS IN BUNCOMBE AND HENDERSON COUNTIES AND REACHED MORE THAN 1M PEOPLE VIA ONLINE, TELEVISION, AND NEWSPAPER ADS. DURING OPEN ENROLLMENT FROM 10/15/2023-12/07/2023, OVER 550 CLIENTS RECEIVED DIRECT COUNSELING, FOR OVER 1M IN PREMIUM SAVINGS. MEDICARE STAFF PARTNERED WITH THE COABC SENIOR DINING SERVICES MANAGER TO HOST A SHRED-A-THON EVENT IN CONNECTION WITH A SENIOR DINING ANNUAL PICNIC. IN THE TWO-HOUR EVENT, APPROXIMATELY 2,700 POUNDS OF PAPER WAS SHREDDED. OUR BENEFITS ENROLLMENT PROGRAM HELPED SENIORS FIND OTHER SERVICES SUCH AS FOOD (SNAP), MEDICATION, AND OTHER DISCOUNT PROGRAMS. THIS GRANT WAS NOT RENEWED AFTER DECEMBER 31ST, 2023, AS THE NATIONAL COUNCIL ON AGING SHIFTED FOCUS TO OTHER AREAS. STAFF AND VOLUNTEERS HAVE STEPPED UP TO FILL IN THE INFORMATION GAPS THAT THE BEC PROGRAM WOULD HAVE OTHERWISE PROVIDED. UNFORTUNATELY, THE MEDICARE CENTER WAS CLOSED IN JANUARY 2024. THE LOSS OF THE BEC PROGRAM HOUSED IN THIS FACILITY AND THE OVERALL COST OF OPERATIONS PROVED GREATER THAN FUNDING WOULD SUPPORT. AFFORDABLE CARE ACT COABC CONTINUED ITS SUCCESSFUL REGIONAL LEADERSHIP OF THE AFFORDABLE CARE ACT NAVIGATION PROGRAM. THE COABC TEAM INCLUDED TWO FULL-TIME AND ONE PART-TIME BILINGUAL NAVIGATORS ALONG WITH THE PROGRAM DIRECTOR SERVING NINE WESTERN NORTH CAROLINA COUNTIES. THE PROGRAM CONTINUES TO GROW, WITH ALMOST 300 MORE CLIENTS HELPED AND 150 MORE APPOINTMENTS OFFERED, REFLECTING A 6% INCREASE IN ENROLLMENTS. AN AVERAGE OF 23% OF ACA CLIENTS ARE FIRST-TIME ENROLLEES. WE INCREASED OUR OUTREACH EVENTS AGAIN THIS PAST YEAR. COABC NAVIGATORS CONTINUE TO WORK IN PARTNERSHIP WITH MCDOWELL ACCESS TO CARE AND HEALTH (MATCH) AND TOE RIVER PROJECT ACCESS (TRPA) IN AVERY, YANCEY, AND MITCHELL COUNTIES. THESE PROGRAM ARE BOTH PART OF CAREREACH, A PARTNER AND SUBGRANTEE THAT WE HAVE WORKED CLOSELY WITH FOR YEARS. IN ADDITION TO ACA NAVIGATION, WE ASSISTED CLIENTS WITH ENROLLING IN PRIMARY CARE, SPECIALTY CARE, AND - WHEN NECESSARY - FINANCIAL ASSISTANCE. OUR NAVIGATORS WORKED WITH THE PREMIUM AND COPAYMENT ASSISTANCE PROGRAM (PCAP), A PART OF THE NORTH CAROLINA HIV MEDICATION ASSISTANCE PROGRAM (HMAP) TO HELP ENROLLEES ACROSS THE STATE FIND THE RIGHT ACA INSURANCE PLAN. 167292 COMMUNITY SERVICES - CARE MANAGEMENT COMMUNITY SERVICES STAFF ASSIST BUNCOMBE COUNTY RESIDENTS WITH UNDERSTANDING AND ACCESSING A VARIETY OF SERVICES THROUGHOUT THE COMMUNITY. OUR STAFF CONNECT ONLINE, OVER THE PHONE, AND IN-PERSON VIA COABC OFFICES OR OUTREACH EVENTS. WE HELPED CLIENTS ACCESS 97,123 IN CAREGIVER RESPITE FUNDS IN BUNCOMBE AND MADISON COUNTIES, ANSWERED OVER 8,298 INFORMATION AND ASSISTANCE CALLS, COMPLETED 32 MINOR HOME REPAIR PROJECTS, AND PROVIDED HEAT RELIEF IN THE FORM OF BOX FANS TO CLIENTS. WE DELIVERED OVER 11,850 POUNDS OF FOOD TO HOMEBOUND CLIENTS AND OUR VOLUNTEERS PROVIDED TRANSPORTATION FOR MORE THAN 120 CLIENT APPOINTMENTS. 277338 SENIOR DINING & WELLNESS - - WE SERVED OVER 32,760 MEALS, INCLUDING COLD MEALS TO TAKE HOME AT THANKSGIVING. WE WERE ABLE TO SERVE 526 UNIQUE INDIVIDUALS. WE CONTINUED TO OFFER DINE-IN AND CURBSIDE PICK-UP THIS PAST YEAR. PARTICIPANTS ENJOYED THE SECOND ALL SITES PICNIC CELEBRATING OLDER AMERICANS MONTH WHICH WAS HOSTED IN PARTNERSHIP WITH THE MEDICARE STAFF TEAM. 537089 OTHER ACCOMPLISHMENTS: OUR ORGANIZATION CONTINUES TO MAKE GREAT STRIDES TO INCREASE PRIVATE SUPPORT AS WELL AS ENHANCE OUR INFRASTRUCTURE TO EXPAND SERVICES, INNOVATE PROGRAMMING OUTSIDE OF TRADITIONAL GOVERNMENT GRANTS, AND COLLABORATE WITH GRASSROOTSORGANIZATIONS AND OTHER NONPROFITS. WE CONTINUE TO "STAND IN THE GAP" OF SERVICES FOR OLDER ADULTS IN OUR SERVICE AREA. WE CONTINUE TO BE A LIVING WAGE CERTIFIED EMPLOYER THROUGH JUSTECONOMICS AND FURTHER OUR EFFORTS FOR PROGRAM EVALUATION, IVERSITY/EQUITY/INCLUSION/ACCESSIBILITY, A "HUB AND SPOKE" MODEL OF SERVICE, AND INTEGRATING IN CROSS-SECTOR PARTNERSHIPS THAT INCLUDE CLINICAL SETTINGS. WE COMPLETED OUR RECOVERY FROM A RANSOMWARE INCIDENT IN FY22 AND SUCCESSFULLY REGAINED ACCESS TO OUR INFORMATION, BEGAN REBUILDING OUR IT ENVIRONMENT AND DEVELOPED A RELATIONSHIP WITH EPSILON, INC. FOR STAFF TRAINING, DARK WEB SCREENING, AND ENHANCED SECURITY MONITORING AS WELL AS ADDING CLOUD STORAGEAND ADDITIONAL NETWORK SUPPORT FOR THE ORGANIZATION. THIS HAS CAUSED OUR IT TECHNOLOGY EXPENSES TO INCREASE AS SHOWN ON THE FUNCTIONAL EXPENSES IN FY2023. 537089 1433944 true true false false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 52 0 true 32 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false false true true true true true true false false X BECKY MAXWELL 8282778288 46 SHEFFIELD CIRCLE ASHEVILLE NC 28803 X X MICHAEL CALOGERO BOARD MEMBER 0.25 X 0 0 0 ANDREW CELWYN BOARD MEMBER 0.25 X 0 0 0 JACKIE DULA BOARD MEMBER 0.25 X X 0 0 0 PASTOR SPENCER HARDAWAY BOARD MEMBER 0.25 X 0 0 0 DEAN HILL TREASURER/SE 1.00 X X 0 0 0 BRIAN LAWLER BOARD MEMBER 0.25 X 0 0 0 AMY SIEGLER BOARD MEMBER 0.25 X 0 0 0 LAURA UHERKA BOARD MEMBER 0.25 X 0 0 0 GAYLAND WELLBORN BOARD MEMBER 0.25 X 0 0 0 SARA E BENSON CO-EXECUTIVE 40.00 X 0 0 0 RACHEL MILLER CO-EXECUTIVE 40.00 X 0 0 0 false false false 1104312 338762 81427 1443074 CARE MGT - CONTRACT REVENUE 624100 64672 64672 64672 192 192 65800 52853 12947 12947 12947 OTHER REVENUE 1587 1587 1587 1522472 79206 192 X 60000 30000 30000 694900 632676 60240 1984 7843 12071 56 -4284 109027 83438 25379 210 54005 48603 5253 149 55664 8260 47401 3 389949 389949 18603 15769 275 2559 12227 6904 5332 -9 35818 27375 7824 619 127234 124813 2421 14677 13752 924 1 9130 9130 12075 10694 1213 168 TELEPHONE 18389 16259 2130 ADMIN EXPENSES 3274 3274 OTHER 2484 2652 -168 OTHER ADMIN 1520 1065 178 277 886 534 352 1627705 1433944 192084 1677 104268 14531 10145 81244 293062 219496 9712 30998 10411 1287 102932 92189 19873 10743 58578 506049 358299 178923 60850 28157 18683 207080 79533 X 298969 278766 298969 278766 506049 358299 -105233 85030 X false false X 1099581 1631896 1842862 1924637 1443074 7942050 1099581 1631896 1842862 1924637 1443074 7942050 740692 7201358 652 317 2873 192 4034 7946084 673607 0.90630 0.94460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102932 92189 10743 10743 ACCRUED COMPENSATED ABSENCES 18683 18683 X SPACE RENTAL 1 81427 FAIR RENT false false false FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS ASSIST IN THE SENIOR DINING PROGRAM, PROVIDE COUNSELING REGARDING MEDICARE, PROVIDE RIDES FOR SENIORS AND HOMEBOUND FOOD DELIVERY. VOLUNTEERS ASSIST AT FUNDRAISING EVENTS AND WITH SPECIAL PROJECTS. FORM 990, PAGE 2, PART III, LINE 4A RESOURCE COORDINATION MEDICARE/BENEFITS ENROLLMENT CENTER IN 2024, STAFF AND VOLUNTEERS PRESENT AND ATTENDED 36 COMMUNITY OUTREACH EVENTS INCLUDING GROUP SEMINARS, HEALTH FAIRS, COMMUNITY PICNICS AND OTHER EVENTS. ATTENDEES INCLUDED TARGET GROUPS SUCH AS LOW INCOME, RURAL, DISABLED, FORMERLY INCARCERATED, AND BLACK AND HISPANIC COMMUNITIES. STAFF AND VOLUNTEERS PROVIDED APPROXIMATELY 2,700 CONTACTS IN BUNCOMBE AND HENDERSON COUNTIES AND REACHED MORE THAN 1M PEOPLE VIA ONLINE, TELEVISION, AND NEWSPAPER ADS. DURING OPEN ENROLLMENT FROM 10/15/2023-12/07/2023, OVER 550 CLIENTS RECEIVED DIRECT COUNSELING, FOR OVER 1M IN PREMIUM SAVINGS. MEDICARE STAFF PARTNERED WITH THE COABC SENIOR DINING SERVICES MANAGER TO HOST A SHRED-A-THON EVENT IN CONNECTION WITH A SENIOR DINING ANNUAL PICNIC. IN THE TWO-HOUR EVENT, APPROXIMATELY 2,700 POUNDS OF PAPER WAS SHREDDED. OUR BENEFITS ENROLLMENT PROGRAM HELPED SENIORS FIND OTHER SERVICES SUCH AS FOOD (SNAP), MEDICATION, AND OTHER DISCOUNT PROGRAMS. THIS GRANT WAS NOT RENEWED AFTER DECEMBER 31ST, 2023, AS THE NATIONAL COUNCIL ON AGING SHIFTED FOCUS TO OTHER AREAS. STAFF AND VOLUNTEERS HAVE STEPPED UP TO FILL IN THE INFORMATION GAPS THAT THE BEC PROGRAM WOULD HAVE OTHERWISE PROVIDED. UNFORTUNATELY, THE MEDICARE CENTER WAS CLOSED IN JANUARY 2024. THE LOSS OF THE BEC PROGRAM HOUSED IN THIS FACILITY AND THE OVERALL COST OF OPERATIONS PROVED GREATER THAN FUNDING WOULD SUPPORT. AFFORDABLE CARE ACT COABC CONTINUED ITS SUCCESSFUL REGIONAL LEADERSHIP OF THE AFFORDABLE CARE ACT NAVIGATION PROGRAM. THE COABC TEAM INCLUDED TWO FULL-TIME AND ONE PART-TIME BILINGUAL NAVIGATORS ALONG WITH THE PROGRAM DIRECTOR SERVING NINE WESTERN NORTH CAROLINA COUNTIES. THE PROGRAM CONTINUES TO GROW, WITH ALMOST 300 MORE CLIENTS HELPED AND 150 MORE APPOINTMENTS OFFERED, REFLECTING A 6% INCREASE IN ENROLLMENTS. AN AVERAGE OF 23% OF ACA CLIENTS ARE FIRST-TIME ENROLLEES. WE INCREASED OUR OUTREACH EVENTS AGAIN THIS PAST YEAR. COABC NAVIGATORS CONTINUE TO WORK IN PARTNERSHIP WITH MCDOWELL ACCESS TO CARE AND HEALTH (MATCH) AND TOE RIVER PROJECT ACCESS (TRPA) IN AVERY, YANCEY, AND MITCHELL COUNTIES. THESE PROGRAM ARE BOTH PART OF CAREREACH, A PARTNER AND SUBGRANTEE THAT WE HAVE WORKED CLOSELY WITH FOR YEARS. IN ADDITION TO ACA NAVIGATION, WE ASSISTED CLIENTS WITH ENROLLING IN PRIMARY CARE, SPECIALTY CARE, AND - WHEN NECESSARY - FINANCIAL ASSISTANCE. OUR NAVIGATORS WORKED WITH THE PREMIUM AND COPAYMENT ASSISTANCE PROGRAM (PCAP), A PART OF THE NORTH CAROLINA HIV MEDICATION ASSISTANCE PROGRAM (HMAP) TO HELP ENROLLEES ACROSS THE STATE FIND THE RIGHT ACA INSURANCE PLAN. FORM 990, PAGE 2, PART III, LINE 4B COMMUNITY SERVICES - CARE MANAGEMENT COMMUNITY SERVICES STAFF ASSIST BUNCOMBE COUNTY RESIDENTS WITH UNDERSTANDING AND ACCESSING A VARIETY OF SERVICES THROUGHOUT THE COMMUNITY. OUR STAFF CONNECT ONLINE, OVER THE PHONE, AND IN-PERSON VIA COABC OFFICES OR OUTREACH EVENTS. WE HELPED CLIENTS ACCESS 97,123 IN CAREGIVER RESPITE FUNDS IN BUNCOMBE AND MADISON COUNTIES, ANSWERED OVER 8,298 INFORMATION AND ASSISTANCE CALLS, COMPLETED 32 MINOR HOME REPAIR PROJECTS, AND PROVIDED HEAT RELIEF IN THE FORM OF BOX FANS TO CLIENTS. WE DELIVERED OVER 11,850 POUNDS OF FOOD TO HOMEBOUND CLIENTS AND OUR VOLUNTEERS PROVIDED TRANSPORTATION FOR MORE THAN 120 CLIENT APPOINTMENTS. FORM 990, PAGE 2, PART III, LINE 4D OTHER ACCOMPLISHMENTS: OUR ORGANIZATION CONTINUES TO MAKE GREAT STRIDES TO INCREASE PRIVATE SUPPORT AS WELL AS ENHANCE OUR INFRASTRUCTURE TO EXPAND SERVICES, INNOVATE PROGRAMMING OUTSIDE OF TRADITIONAL GOVERNMENT GRANTS, AND COLLABORATE WITH GRASSROOTSORGANIZATIONS AND OTHER NONPROFITS. WE CONTINUE TO "STAND IN THE GAP" OF SERVICES FOR OLDER ADULTS IN OUR SERVICE AREA. WE CONTINUE TO BE A LIVING WAGE CERTIFIED EMPLOYER THROUGH JUSTECONOMICS AND FURTHER OUR EFFORTS FOR PROGRAM EVALUATION, IVERSITY/EQUITY/INCLUSION/ACCESSIBILITY, A "HUB AND SPOKE" MODEL OF SERVICE, AND INTEGRATING IN CROSS-SECTOR PARTNERSHIPS THAT INCLUDE CLINICAL SETTINGS. WE COMPLETED OUR RECOVERY FROM A RANSOMWARE INCIDENT IN FY22 AND SUCCESSFULLY REGAINED ACCESS TO OUR INFORMATION, BEGAN REBUILDING OUR IT ENVIRONMENT AND DEVELOPED A RELATIONSHIP WITH EPSILON, INC. FOR STAFF TRAINING, DARK WEB SCREENING, AND ENHANCED SECURITY MONITORING AS WELL AS ADDING CLOUD STORAGEAND ADDITIONAL NETWORK SUPPORT FOR THE ORGANIZATION. THIS HAS CAUSED OUR IT TECHNOLOGY EXPENSES TO INCREASE AS SHOWN ON THE FUNCTIONAL EXPENSES IN FY2023. FORM 990, PAGE 6, PART VI, LINE 11B THE INTERIM EXECUTIVE DIRECTOR REVIEWED THE RETURN BEFORE FILING THE 990. ALL MEMBERS OF THE GOVERNING BOARD ARE PROVIDED A COPY OF THE OF THE 990 FOR THEIR INDIVIDUAL REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C A WRITTEN POLICY IS MAINTAINED BY THE COUNCIL AND ANNUAL REPORTING IS REQUIRED BY ALL STAFF AND BOARD MEMBERS. ALL EMPLOYEES AND BOARD MEMBERS MUST SIGN THE POLICY AND COMMIT TO COMPLIANCE WITH IT. FORM 990, PAGE 6, PART VI, LINE 15A THIS PROCESS IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST FORM 990, PART VII DURING FY 2024, THE ORGANIZATION'S EXECUTIVE DIRECTOR LEADERSHIP CONSISTED FORM 990, PART IX, LINE 11G FOOD PREPARATION SERVICES 184,627 0 0 CARE SERVICES / OTHER 205,322 0 0 TOTAL 389,949 0 0